cisco, rack space, ssi, and first up, channels they distrib the stores. it's the hot brand of the moment. however, selling right now at about almost i would say 27 times next year's estimate, it's kind of expensive to me for what is by definition a fashion stock. i don't think it's a short. i'm saying that it's rich now. if you own this and you haven't taken a profit, take partial profits on it. >> a fashion stock, you've got to worry about the sicycleness the consumer. >> yes. i do stick fashion trends? >> you do. i can tell. >> before and after picture right here. >> right. >> i'm not willing to buy this one. >> cisco, what do you think? >> final forward, hewlett with a lot of cash, they have a lot of cash. trading at ten times estimates. the company is transitioning away, a little also away from routers and switches and more towards software security, more visible revenue, more recurring revenue. i like that transition. we like it. we own it, we've been buying it. >> how do you trade this spot, rack space. >> the stock had a nice pop this morning. ther